SHIXX Mutual Fund

SHIXX Mutual Fund

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Returns Overview

1 Month
+0.44%
3 Months
+1.33%
6 Months
+2.61%
YTD
+3.08%
1 Year
+5.45%
3 Years (annualized)
+3.31%
5 Years (annualized)
+2.25%
10 Years (annualized)
+1.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SHIXX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays US Treasury Bill Index(LUATTRUU)
This Mutual Fund (YTD)
+3.08%
Peer Avg (YTD)
+2.36%
vs Peers
+0.72%

SHIXX Mutual Fund Performance

SHIXX performance across multiple time periods: 1-month 0.44%, YTD 3.08%, 1-year 5.45%, 3-year 3.31%, 5-year 2.25%, 10-year 1.49%.

SHIXX returns outperform the peer average of 2.36% YTD. With an expense ratio of 0.20%, investors should weigh costs against performance when evaluating this mutual fund.

SHIXX vs another fund shows side-by-side returns. SHIXX alternatives are available in the Mutual Fund Screener.